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FUWG Project Name: Gutman Locker Configuration

Page content contributors:

Julie Petzold, Kara Young

Contents:

Brief description of project

  • To support the Gutman Lockers, we need a new circ desk and hold shelf at the Gutman Library – this includes a unique "item on hold shelf" notice, see here.
  • Workflow for Gutman Lockers: See /wiki/spaces/AccessServices/pages/57448987 for an example workflow. Gutman-specific documentation is forthcoming, but the Alma related work will follow the same processes (substitute "Countway Medicine - MED Circulation" with "Gutman Education - GUT Circulation" and "Countway Book Locker" with "Gutman Book Locker")

Configuration

  • Printing: 
    • Send loan receipts (like MED)? – Yes
    • Will configure QP printing for loan receipts (Like GUT circ)
  • Stop code configuration
    • Notify ILL/BD (Resource Sharing staff) – Julie
    • Notify HTC/HD/RD staff (SCSB) –KY
    • Check with developers if changes needed to request translator (LTS) -KY

Testing Requests to Gutman Lockers

 Julie
User RoleOwning Library: Item Barcode
Pick-Up LocationDesired OutcomeResultStatusNote

Staff

Faculty

Student


Widener: 

GEN:

32044113097836

32044090203985

32044020000824


RD:

HW24CG

HXKQHI

HXVFHZ

Gutman Lockers
  1. User can submit a request
  2. User receives a notice with the item is "Returned" at Gutman Locker that says something like "we are processing your request and will receive an email with pickup instructions when ready"
    1. If received at Gutman Circ, Alma tells us to route to Gutman Lockers
  3. Hold slip "prints" when the item is received at Gutman Locker
  4. Item is loanable according to item policy and user group
  1. Yes
  2. Yes
    1. Yes
  3. ?
  4. Yes

  • Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter
    • 5/1: done on sandbox

HOLD Shelf is 365 days, per other libraries


Gutman: 

GEN: 32044148868078

HD:

GUT0778

GUT0ADZ

GUT0PAB

JUV: 32044118400670

RD: 32044023473747

PER: alma302389

63: 32044107705964

02: GUT0PF6

Gutman Lockers
  1. User can submit a request
  2. User receives a notice with the item is "Returned" at Gutman Locker that says something like "we are processing your request and will receive an email with pickup instructions when ready"
    1. If received at Gutman Circ, Alma tells us to route to Gutman Lockers
  3. Hold slip "prints" when the item is received at Gutman  Locker
  4. Item is loanable according to item policy and user group

Behaves correctly for all location codes.

RD and PER are not requestable to any location, currently.

02 and 63 are not requestable to the lockers.



  • Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter
    • 5/1: done on sandbox

HOLD Shelf is 365 days, per other libraries

Baker: HBD2QW


Gutman Lockers
  1. User can submit a request
  2. User receives a notice with the item is "Returned" at Gutman Locker that says something like "we are processing your request and will receive an email with pickup instructions when ready"
    1. If received at Gutman Circ, Alma tells us to route to Gutman Lockers
  3. Hold slip "prints" when the item is received at Gutman  Locker
  4. Item is loanable according to item policy and user group
  1. Yes
  2. Yes
    1. Yes
  3. ?
  4. Yes

  • Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter
    • 5/1: done on sandbox

HOLD Shelf is 365 days, per other libraries

BD and ILL

Gutman Lockers

can't test



  • Notify Resource sharing about new pickup loc:
    • Gutman Book Locker
    • Code: GUT_LOCK
  • Notify HTC for SCSB items and coordinate with HD on stop code
Special Borrower (e.g. Alum)

Widener: 

GEN: 32044011775996

RD: HX9F61

Gutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated

Gutman: 

GEN: 32044148868078

HD: GUT0778

JUV: 32044118400670

RD: 32044023473747

PER: alma302389

63: 32044107705964

02: GUT0PF6

Gutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Baker: HBD2QWGutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher

Widener: 

GEN: 32044011775996

RD: HX9F61

Gutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated

Gutman: 

GEN: 32044148868078

HD: GUT0778

JUV: 32044118400670

RD: 32044023473747

PER: alma302389

63: 32044107705964

02: GUT0PF6

Gutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Baker: HBD2QWGutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest

Widener: 

GEN: 32044011775996

RD: HX9F61

Gutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated

Gutman: 

GEN: 32044148868078

HD: GUT0778

JUV: 32044118400670

RD: 32044023473747

PER: alma302389

63: 32044107705964

02: GUT0PF6

Gutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Baker: HBD2QWGutman LockersUser cannot submit a request

  • Tester: If picking a random person, make their email your email so you can see what notifications are generated

Other:


Communication plan

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